PROGRAM OVERVIEW AND APPLICATION GUIDE - CALIFORNIA SMALL BUSINESS COVID-19 RELIEF GRANT PROGRAM NONPROFIT CULTURAL INSTITUTIONS PROGRAM
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(Rev. 09-30-21)
These Programs are funded by the State of California and administered by CalOSBA.
PROGRAM OVERVIEW
AND APPLICATION GUIDE
CALIFORNIA SMALL BUSINESS COVID-19 RELIEF GRANT PROGRAM
NONPROFIT CULTURAL INSTITUTIONS PROGRAM
1
INTRODUCTION
Funds will be available in two (2) programs: 2. The Nonprofit Cultural Institutions Program
1. The California Small Business COVID-19 Relief Grant Program (“Program 2”) will support California eligible nonprofit cultural
(“Program 1”) will support California small businesses who have institutions defined as registered 501(c)(3) nonprofit entities that
or will apply to the current California Small Business COVID-19 satisfy the criteria for a qualified small business under Program 1,
Relief Grant Program. but with no limitation on annual gross revenue, and that are in
one of the NAICS codes identified on page 8 of this guide.
ROUND 7 ROUND 8 ROUND 9
Program Program 1 Program 2 Program 1
Open Date August 3, 2021 August 27, 2021 September 9, 2021
Close Date September 16, 2021 September 30, 2021 September 30, 2021
Eligible Applicants WAITLISTED APPLICANTS ONLY NONPROFIT CULTURAL INSTITUTIONS ONLY FOR-PROFIT BUSINESSES AND NONPROFIT ORGANIZATIONS
This is a closed round and only available to eligible Only nonprofit cultural institutions with any revenue size 1. Current waitlisted small businesses and/or
applicants who were waitlisted in certain previous that meet eligibility criteria. nonprofits not selected in previous rounds (no need
rounds – only existing applicants will be selected. to reapply)
2. New applicants that meet eligibility criteria (new
applicants will need to apply on the website)
Accepting New No Yes Yes
Applications?
These Programs are funded by the State of
California and administered by CalOSBA. 2
DEFINITIONS
“Qualified small business” means a business or nonprofit that meets • Has been impacted by COVID-19 and the related health and safety
all of the following criteria, as confirmed by the office or fiscal agent restrictions, such as business interruptions or business closures
through review of revenue declines, other relief funds received, incurred as a result of the COVID-19 pandemic.
credit history, tax returns, and bank account validation: • Provides organizing documents, including a 2019 tax return or
Form 990, and a copy of official filing with the Secretary of State
• And is one of the following: or with the local municipality, as applicable, including, but not
o A sole proprietor, independent contractor, 1099 employee, limited to, Articles of Incorporation, Certificate of Organization,
C-corporation, S-corporation, cooperative, limited liability Fictitious Name of Registration, or Government-Issued Business
company, partnership, or limited partnership, with an License.
annual gross revenue of up to two million five hundred • Provides an acceptable form of government-issued photo
thousand dollars ($2,500,000), but at least one thousand identification.
dollars ($1,000), in the 2019 taxable year. • Is the entity, location, or franchise with the highest revenue in a
o A registered 501(c)(3), 501(c)(6), or 501(c)(19) nonprofit group.
entity that had an annual gross revenue of up to two million
five hundred thousand dollars ($2,500,000), but at least one Eligible small businesses must have a physical address and operate in
thousand dollars ($1,000), in the 2019 taxable year. California, which will be validated through submitted business tax
• Began operating prior to June 1, 2019. returns. If your business tax returns do not reference a California
• Is currently active and operating or has a clear plan to reopen address, you will be deemed ineligible.
when the state permits reopening of the business.
These Programs are funded by the State of
California and administered by CalOSBA. 3
DEFINITIONS
“Eligible nonprofit cultural institution” means a registered 501(c)(3) • 453920 - Art Dealers;
nonprofit entity that satisfies the criteria for a qualified small • 711110 - Theater Companies and Dinner Theaters;
business but with no limitation on annual gross revenue, and that is • 711120 - Dance Companies;
in one of the following North American Industry Classification System • 711130 - Musical Groups and Artists;
codes: • 711190 - Other Performing Arts Companies;
• 711310 - Promoters of Performing Arts, Sports, and Similar Events
with facilities;
• 711320 - Promoters of Performing Arts, Sports, and Similar Events
without facilities;
• 711410 - Agents and Managers for Artists, Athletes, Entertainers,
and Other Public Figures;
• 711510 - Independent Artists, Writers, and Performers;
• 712110 – Museums;
• 712120 - Historical Sites;
• 712130 - Zoos and Botanical Gardens; or
• 712190 – Nature Parks & Other Similar Institutions
These Programs are funded by the State of
California and administered by CalOSBA. 4
DEFINITIONS
• “Underserved small business groups” means women, minorities
(people of color), veteran-owned business where the majority (at
least 51%) of the business is owned and run on a daily basis by
said group(s), and businesses in low-to-moderate income (LMI)
and rural communities
• “Disadvantaged” means communities tracked by socioeconomic
indicators that may include, but are not limited to, low to
moderate income, poverty rates, unemployment, educational
attainment, and other disadvantaging factors that limit access to
capital and other resources.
• “Low-to-Moderate Income (LMI)” means any census tract (or
equivalent geographic area defined by the Bureau of the Census)
in which at least 50% of households have an income less than 60
percent of the Area Median Gross Income (AMGI), or which has a
poverty rate of at least 25%.
These Programs are funded by the State of
California and administered by CalOSBA. 5
FUNDING STRUCTURE
Lendistry will make available three award sizes based on gross annual revenue:
ELIGIBLE BUSINESS GROSS REVENUE GRANT AWARD AVAILABLE
(2019 taxable year) PER BUSINESS
Annual gross revenue $5,000 grant
$1,000 to $100,000
Annual gross revenue greater than $15,000 grant
$100,000 up to $1,000,000
Annual gross revenue greater than $1,000,000 up $25,000 grant
to $2,500,000
These Programs are funded by the State of
California and administered by CalOSBA. 6
INELIGIBLE BUSINESSES
• Businesses without a physical location in California • Churches and other religious institutions (regardless of whether
such entities qualify as a 501(c)(3), 501(c)(6) or 501(c)(19)) ,
• Nonprofit businesses not registered as either a 501(c)(3), other than a school, child care, or other educational business
501(c)(6) or 501(c)(19) affiliated where (i) greater than 50% of the gross annual revenue
is derived from the school, child care facility or educational
• Government entities (other than Native American tribes) or business and (ii) the grant will be used only for eligible costs and
elected official offices expenses directly related to the school, child care, or other
educational business, and no portion of the grant will be used for
• Businesses primarily engaged in political or lobbying activities any normal profit or overhead of the church or other religious
(regardless of whether such entities qualify as a 501(c)(3), institution
501(c)(6) or 501(c)(19))
• Financial businesses primarily engaged in the business of lending,
• Passive businesses, investment companies and investors who file such as banks, finance companies and factoring companies
a Schedule E on their personal tax returns
• Businesses engaged in any activity that is illegal under federal,
state or local law
These Programs are funded by the State of
California and administered by CalOSBA. 7
INELIGIBLE BUSINESSES
• Businesses of a prurient sexual nature, including businesses • Multiple business entities, franchises, locations, etc. are not
which present live performances of a prurient sexual nature and eligible for multiple grants and are only allowed to apply once
businesses which derive directly or indirectly more than de using their eligible small business with the highest revenue
minimis gross revenue through the sale of products or services,
or the presentation of any depictions or displays, of a prurient • Businesses of which any owner of greater than 10% of the equity
sexual nature interest in it (i) has within the prior three-years been convicted of
or had a civil judgment rendered against such owner, or has had
• Businesses engaged in any socially undesirable activity or activity commenced any form of parole or probation (including probation
that may be considered predatory in nature such as rent-to-own before judgment), for commission of fraud or a criminal offense
businesses and check cashing businesses in connection with obtaining, attempting to obtain, or
performing a public (federal, state or local) transaction or
• Businesses that restrict patronage for any reason other than contract under a public transaction; violation of federal or state
capacity anti-trust or procurement statutes or commission of
embezzlement, theft, forgery, bribery, falsification or destruction
• Speculative businesses of records, making false statements, or receiving stolen property,
or (ii) is presently indicted for or otherwise criminally or civilly
• “Affiliated” companies (as such term is defined in 13 C.F.R. § charged by a government entity, (federal, state or local) with
121.103) commission of any of the offenses enumerated in subparagraph
(i) above
These Programs are funded by the State of
California and administered by CalOSBA. 8
PROGRAM 1:
ROUND 7
9ROUND 7: OVERVIEW
• This is a closed round and only available to eligible applicants who • Eligible applicants will be processed in two (2) stages:
were waitlisted in certain previous rounds – only existing o Stage 1: Applicants upload selected financial documents,
applicants will be selected. identification documents and a business certification
o There will be no application portal—eligible applicants do regarding accuracy and truthfulness of information
not need to reapply. submitted.
o New applications will not be accepted in this round.
o Stage 2: Applicants that are approved for funding will be
• Eligible applicants will be selected to move forward in the requested to provide additional documentation for grant
validation and verification review process. Selection does not disbursement.
guarantee approval or an award.
• Lendistry will distribute grants on behalf of the State of California
• A committee of internal Lendistry team members will confirm the to approved eligible businesses and nonprofits.
scorecard creation and geographical distribution based on
program priority factors, including the COVID health and safety • Lendistry will arrange to deliver applicable tax forms to grantees.
restrictions following California’s Blueprint for a Safer Economy,
local county status and the new Regional Stay At Home Order
which can be found at: https://covid19.ca.gov/safer-economy/.
These Programs are funded by the State of
California and administered by CalOSBA. 10ROUND 7: REQUIRED DOCUMENTATION
The following information is required from all applicants in Stage 1: Additional Requirements for Businesses Determined to be Eligible
1. A copy of the signed Application Certification. Once selected for funding, applicants will be required to provide
2. All pages of most recent federal tax return filed (2019) – provided additional documentation as set forth below and re-certify to the
as a PDF only. accuracy of information provided.
3. An acceptable form of government-issued photo ID provided as a
PDF only. The following information is required from all applicants in Stage 2:
4. Acceptable evidence of minimum gross annual revenue of no less 1. Organizing documents, including 2019 federal tax returns or
than $1,000 per year. Form 990s, or a copy of official filing with the California Secretary
of State (which must be active) or local municipality, as
applicable, for your business such as one of the following, which
must be provided as a PDF only:
• Articles of Incorporation
• Certificate of Organization
• Fictitious Name of Registration
• Government-issued Business License (sole proprietors
without fictitious name)
2. For eligible nonprofit entity applicants, a copy of the entity’s
most recent IRS tax exemption letter.
3. Verification of bank account via electronic registration or other
approved review process.
These Programs are funded by the State of
California and administered by CalOSBA. 11ROUND 7: PROGRAM PRIORITIZATION
Prioritization will be based on the following criteria to the extent 3. Nonprofit mission services most impacted by the pandemic,
permissible under state and federal equal protection laws: including, but not limited to, emergency food provisions,
emergency housing stability, childcare, and workforce
1. Geographic distribution based on COVID-19 health and safety development.
restrictions following California’s Blueprint for a Safer Economy
and county status and the Regional Stay Home Order. 4. Disadvantaged communities tracked by socioeconomic indicators
that may include, but are not limited to, low to moderate
2. Industry sectors most impacted by the pandemic, including, but income, poverty rates, unemployment, educational attainment,
not limited to, those identified as in the North American Industry and other disadvantaging factors that limit access to capital and
Classification System codes beginning with: other resources.
• 61 – Educational Services
• 71 – Arts, Entertainment, and Recreation.
• 72 – Accommodation and Food Services.
• 315 – Apparel Manufacturing.
• 448 – Clothing and Clothing Accessory Stores.
• 451 – Sporting Goods, Hobby, Musical Instrument, and Book Stores.
• 485 – Transit and Ground Passenger Transportation.
• 487 – Scenic and Sightseeing Transportation.
• 512 – Motion Picture and Sound Recording Industries.
• 812 – Personal and Laundry Services.
• 5111 – Newspaper, Periodical, Book and Directory Publishes
These Programs are funded by the State of
California and administered by CalOSBA. 12ROUND 7: ELIGIBLE USES OF FUNDS
Only those costs incurred due to the COVID-19 pandemic and the • Costs associated with re-opening business operations after being
health and safety restrictions such as business interruptions or fully or partially closed due to state-mandated COVID-19 health
business closures incurred as a result of the COVID-19 pandemic. The and safety restrictions and business closures
following are the eligible uses of grant funds:
• Costs associated with complying with COVID-19 federal, state or
• All employee expenses including payroll costs, health care local guidelines for reopening with required safety protocols,
benefits, paid sick, medical, or family leave, and insurance including but not limited to equipment, plexiglass barriers,
premiums outdoor dining, PPE supplies, testing, and employee training
expenses
• Working capital and overhead, including rent, utilities, mortgage
principal and interest payments (excluding mortgage • Any other COVID-19 related expenses not already covered (for the
prepayments), and debt obligations (including principal and same period) through grants, forgivable loans or other relief
interest) incurred before March 1, 2020 (i.e., in order to be an through federal, state, county or city programs
eligible debt obligation, the loan agreement, promissory note,
etc., as applicable, must have been entered into before March 1, • Any other COVID-19 related costs that are not human resource
2020) expenses for the State share of Medicaid, employee bonuses,
severance pay, taxes, legal settlements, personal expenses or
other expenses unrelated to COVID-19 impacts, repairs from
damages already covered by insurance, or reimbursement to
donors for donated items or services.
These Programs are funded by the State of
California and administered by CalOSBA. 13ROUND 7: INELIGIBLE USES OF FUNDS
• Human resource expenses for the State share of Medicaid;
• Employee bonuses or severance pay;
• Taxes;
• Legal settlements;
• Personal expenses or other expenses unrelated to COVID-19
impacts;
• Expenses for repairs from damages already covered by insurance;
• Reimbursement to donors for donated items or services.
These Programs are funded by the State of
California and administered by CalOSBA. 14PROGRAM 2:
ROUND 8
15ROUND 8: OVERVIEW
• This is round is only available to eligible nonprofit cultural
institutions (see definition). • Nonprofit cultural institutions that applied in Round 4 do not
need to reapply.
• The program is not on a “first come, first served” basis.
• Grants will only be available to nonprofit cultural institutions that
• The application portal for this round will open on August 27, 2021, did not receive funding in any previous rounds.
and will close September 30, 2021, for applicants, which will also
be available through multiple partner portals. • Once applications are received, Lendistry will process for
eligibility. Grant awards will be distributed based on the
• The application will take in personal and business demographic documented percentage revenue declines based on a reporting
data, and disclosures/certifications for eligibility and eligible use period comparing Q2 and Q3 of 2020 versus Q2 and Q3 of 2019
of funds specific to the California Small Business COVID-19 Relief
Grant Program. • Lendistry will distribute grants on behalf of the State of California
to approved eligible businesses and nonprofits.
• Eligible nonprofit cultural institutions must complete a new
application even if they already applied in Rounds 1,2, 5, or 6 of • Lendistry will arrange to deliver applicable tax forms to grantees.
the COVID-19 Relief Grant Program.
These Programs are funded by the State of
California and administered by CalOSBA. 16ROUND 8: OVERVIEW
• A committee of internal Lendistry team members will confirm the • Eligible applicants will be processed in two (2) stages:
scorecard creation and geographical distribution based on o Stage 1: Applicants upload selected financial documents,
program priority factors, including the COVID health and safety identification documents and a business certification
restrictions following California’s Blueprint for a Safer Economy, regarding accuracy and truthfulness of information
local county status and the new Regional Stay At Home Order submitted.
which can be found at: https://covid19.ca.gov/safer-economy/.
o Stage 2: Applicants that are approved for funding will be
• If demand for grants from small businesses and nonprofits requested to provide additional documentation for grant
meeting the prioritization criteria exceeds available funding, disbursement.
priority factors will be assessed. • Lendistry will distribute grants on behalf of the State of California
to approved eligible businesses and nonprofits.
• Lendistry will arrange to deliver applicable tax forms to grantees.
These Programs are funded by the State of
California and administered by CalOSBA. 17ROUND 8: REQUIRED DOCUMENTATION
The following information is required from all applicants in Stage 1: Additional Requirements for Businesses Determined to be Eligible
1. A copy of the signed Application Certification. Once selected for funding, applicants will be required to provide
2. All pages of most recent federal tax return filed (2019) – provided additional documentation as set forth below and re-certify to the
as a PDF only. accuracy of information provided.
3. An acceptable form of government-issued photo ID provided as a
PDF only. The following information is required from all applicants in Stage 2:
4. Acceptable evidence of minimum gross annual revenue of no less 1. Organizing documents, including 2019 federal tax returns or
than $1,000 per year. Form 990s, or a copy of official filing with the California Secretary
of State (which must be active) or local municipality, as
applicable, for your business such as one of the following, which
must be provided as a PDF only:
• Articles of Incorporation
• Certificate of Organization
• Fictitious Name of Registration
• Government-issued Business License (sole proprietors
without fictitious name)
2. For eligible nonprofit entity applicants, a copy of the entity’s
most recent IRS tax exemption letter.
3. Verification of bank account via electronic registration or other
approved review process.
These Programs are funded by the State of
California and administered by CalOSBA. 18ROUND 8: ELIGIBLE USES OF FUNDS
Only those costs incurred due to the COVID-19 pandemic and the • Costs associated with re-opening business operations after being
health and safety restrictions such as business interruptions or fully or partially closed due to state-mandated COVID-19 health
business closures incurred as a result of the COVID-19 pandemic. The and safety restrictions and business closures
following are the eligible uses of grant funds:
• Costs associated with complying with COVID-19 federal, state or
• All employee expenses including payroll costs, health care local guidelines for reopening with required safety protocols,
benefits, paid sick, medical, or family leave, and insurance including but not limited to equipment, plexiglass barriers,
premiums outdoor dining, PPE supplies, testing, and employee training
expenses
• Working capital and overhead, including rent, utilities, mortgage
principal and interest payments (excluding mortgage • Any other COVID-19 related expenses not already covered (for the
prepayments), and debt obligations (including principal and same period) through grants, forgivable loans or other relief
interest) incurred before March 1, 2020 (i.e., in order to be an through federal, state, county or city programs
eligible debt obligation, the loan agreement, promissory note,
etc., as applicable, must have been entered into before March 1, • Any other COVID-19 related costs that are not human resource
2020) expenses for the State share of Medicaid, employee bonuses,
severance pay, taxes, legal settlements, personal expenses or
other expenses unrelated to COVID-19 impacts, repairs from
damages already covered by insurance, or reimbursement to
donors for donated items or services.
These Programs are funded by the State of
California and administered by CalOSBA. 19ROUND 8: INELIGIBLE USES OF FUNDS
• Human resource expenses for the State share of Medicaid;
• Employee bonuses or severance pay;
• Taxes;
• Legal settlements;
• Personal expenses or other expenses unrelated to COVID-19
impacts;
• Expenses for repairs from damages already covered by insurance;
• Reimbursement to donors for donated items or services.
These Programs are funded by the State of
California and administered by CalOSBA. 20PROGRAM 1:
ROUND 9
21ROUND 9: OVERVIEW
• This round is available to: • The application will take in personal and business demographic
1. Existing waitlisted small businesses and/or nonprofit data, and disclosures/certifications for eligibility and eligible use
organizations. These applicants do not need to reapply. of funds specific to the California Small Business COVID-19 Relief
Grant Program.
2. Existing small businesses and/or nonprofit organizations
that were not selected in previous rounds (Rounds 1, 2, 3, • A committee of internal Lendistry team members will confirm the
5, 6, or 7). These applicants do not need to reapply. scorecard creation and geographical distribution based on
program priority factors, including the COVID health and safety
3. New applicants that meet the definition of “qualified small restrictions following California’s Blueprint for a Safer Economy,
business” or “eligible nonprofit cultural institution” (see local county status and the new Regional Stay At Home Order
definition). New applicants will need to apply at which can be found at: https://covid19.ca.gov/safer-economy/.
CAReliefGrant.com
• If demand for grants from small businesses and nonprofits
• The program is not on a “first come, first served” basis. meeting the prioritization criteria exceeds available funding,
priority factors will be assessed.
• The application portal for new applicants will open on September
9, 2021, and will close September 30, 2021, for applicants, which
will also be available through multiple partner portals.
These Programs are funded by the State of
California and administered by CalOSBA. 22ROUND 9: OVERVIEW
• Eligible applicants will be processed in two (2) stages:
o Stage 1: Applicants upload selected financial documents,
identification documents and a business certification
regarding accuracy and truthfulness of information
submitted.
o Stage 2: Applicants that are approved for funding will be
requested to provide additional documentation for grant
disbursement.
• Lendistry will distribute grants on behalf of the State of California
to approved eligible businesses and nonprofits.
• Lendistry will arrange to deliver applicable tax forms to grantees.
These Programs are funded by the State of
California and administered by CalOSBA. 23ROUND 9: REQUIRED DOCUMENTATION
The following information is required from all applicants in Stage 1: Additional Requirements for Businesses Determined to be Eligible
1. A copy of the signed Application Certification. Once selected for funding, applicants will be required to provide
2. All pages of most recent federal tax return filed (2019) – provided additional documentation as set forth below and re-certify to the
as a PDF only. accuracy of information provided.
3. An acceptable form of government-issued photo ID provided as a
PDF only. The following information is required from all applicants in Stage 2:
4. Acceptable evidence of minimum gross annual revenue of no less 1. Organizing documents, including 2019 federal tax returns or
than $1,000 per year. Form 990s, or a copy of official filing with the California Secretary
of State (which must be active) or local municipality, as
applicable, for your business such as one of the following, which
must be provided as a PDF only:
• Articles of Incorporation
• Certificate of Organization
• Fictitious Name of Registration
• Government-issued Business License (sole proprietors
without fictitious name)
2. For eligible nonprofit entity applicants, a copy of the entity’s
most recent IRS tax exemption letter.
3. Verification of bank account via electronic registration or other
approved review process.
These Programs are funded by the State of
California and administered by CalOSBA. 24ROUND 9: PROGRAM PRIORITIZATION
Prioritization will be based on the following criteria to the extent 3. Nonprofit mission services most impacted by the pandemic,
permissible under state and federal equal protection laws: including, but not limited to, emergency food provisions,
emergency housing stability, childcare, and workforce
1. Geographic distribution based on COVID-19 health and safety development.
restrictions following California’s Blueprint for a Safer Economy
and county status and the Regional Stay Home Order. 4. Disadvantaged communities tracked by socioeconomic indicators
that may include, but are not limited to, low to moderate
2. Industry sectors most impacted by the pandemic, including, but income, poverty rates, unemployment, educational attainment,
not limited to, those identified as in the North American Industry and other disadvantaging factors that limit access to capital and
Classification System codes beginning with: other resources.
• 61 – Educational Services
• 71 – Arts, Entertainment, and Recreation.
• 72 – Accommodation and Food Services.
• 315 – Apparel Manufacturing.
• 448 – Clothing and Clothing Accessory Stores.
• 451 – Sporting Goods, Hobby, Musical Instrument, and Book Stores.
• 485 – Transit and Ground Passenger Transportation.
• 487 – Scenic and Sightseeing Transportation.
• 512 – Motion Picture and Sound Recording Industries.
• 812 – Personal and Laundry Services.
• 5111 – Newspaper, Periodical, Book and Directory Publishes
These Programs are funded by the State of
California and administered by CalOSBA. 25ROUND 9: ELIGIBLE USES OF FUNDS
Only those costs incurred due to the COVID-19 pandemic and the • Costs associated with re-opening business operations after being
health and safety restrictions such as business interruptions or fully or partially closed due to state-mandated COVID-19 health
business closures incurred as a result of the COVID-19 pandemic. The and safety restrictions and business closures
following are the eligible uses of grant funds:
• Costs associated with complying with COVID-19 federal, state or
• All employee expenses including payroll costs, health care local guidelines for reopening with required safety protocols,
benefits, paid sick, medical, or family leave, and insurance including but not limited to equipment, plexiglass barriers,
premiums outdoor dining, PPE supplies, testing, and employee training
expenses
• Working capital and overhead, including rent, utilities, mortgage
principal and interest payments (excluding mortgage • Any other COVID-19 related expenses not already covered (for the
prepayments), and debt obligations (including principal and same period) through grants, forgivable loans or other relief
interest) incurred before March 1, 2020 (i.e., in order to be an through federal, state, county or city programs
eligible debt obligation, the loan agreement, promissory note,
etc., as applicable, must have been entered into before March 1, • Any other COVID-19 related costs that are not human resource
2020) expenses for the State share of Medicaid, employee bonuses,
severance pay, taxes, legal settlements, personal expenses or
other expenses unrelated to COVID-19 impacts, repairs from
damages already covered by insurance, or reimbursement to
donors for donated items or services.
These Programs are funded by the State of
California and administered by CalOSBA. 26ROUND 9: INELIGIBLE USES OF FUNDS
• Human resource expenses for the State share of Medicaid;
• Employee bonuses or severance pay;
• Taxes;
• Legal settlements;
• Personal expenses or other expenses unrelated to COVID-19
impacts;
• Expenses for repairs from damages already covered by insurance;
• Reimbursement to donors for donated items or services.
These Programs are funded by the State of
California and administered by CalOSBA. 27APPLICATION CERTIFICATION
HOW TO DOWNLOAD AND COMPLETE THE FORM
28APPLICATION CERTIFICATION
As part of the application process, you will need to self-certify the Use the following links to view the Application Certification for your
accuracy of information by signing an Application Certification. business.
The Application Certification will be available in electronic form for For-Profit Businesses | Click Here to Download
you to download and complete. Your signed Application Certification Nonprofit Organizations | Click Here to Download
will need to be submitted during the “Uploading Documents” section Nonprofit Cultural Institutions | Click Here to Download
of the application process.
These Programs are funded by the State of
California and administered by CalOSBA. 29HOW TO COMPLETE THE FORM ELECTRONICALLY
STEP 1: Click the icon to download the STEP 3: Go to your desktop, locate the STEP 5: Go to File > Save or press CTRL+S on
Application Certification on your computer. Application Certification and open the file your keyboard to save your fully executed
from there. Application Certification.
STEP 6: Upload the completed Application
Certification to the Portal.
STEP 2: Save the certification onto your STEP 4: Your Application Certification will
desktop. open as an PDF file. Complete the Application
Certification by entering your initials next to
all numbered items and then entering your
signature and business information on Page
5.
These Programs are funded by the State of
California and administered by CalOSBA. 30HOW TO COMPLETE BY HAND
STEP 1: Print the Application Certification by clicking the printer icon. STEP 2: Fill out the Application Certification using a dark pen and
legible handwriting.
STEP 3: Scan the completed Application Certification and upload it to
the Portal.
These Programs are funded by the State of
California and administered by CalOSBA. 31FOR-PROFIT BUSINESSES
Click HERE to download.
These Programs are funded by the State of
California and administered by CalOSBA. 32NONPROFIT ORGANIZATIONS
Click HERE to download.
These Programs are funded by the State of
California and administered by CalOSBA. 33NONPROFIT CULTURAL INSTITUTIONS
Click HERE to download.
These Programs are funded by the State of
California and administered by CalOSBA. 34TIPS FOR APPLYING
35TIP#1: USE GOOGLE CHROME
For the best user experience, please use Google Chrome throughout Before you begin the application, please do the following on Google
the entire application process. Chrome:
Other web browsers may not support our interface and can cause 1. Clear Your Cache: Cached data is information that has been
errors in your application. stored from a previously used website or application and is
primarily used to make the browsing process faster by auto-
If you do not have Google Chrome on your device, you can download populating your information. However, cached data may also
it for free at https://www.google.com/chrome/ include outdated information such as old passwords or
information you have previously entered incorrectly. This can
create errors in your application and may result in it being
flagged for potential fraud.
2. Open Incognito Mode: Incognito mode allows you to enter
information privately and prevents your data from being
remembered or cached.
3. Disable Your Pop-Up Blocker: Our application includes multiple
pop-up messages that are used to confirm the accuracy of the
information you provide. You must disable the pop-up blocker on
Google Chrome to see these messages.
These Programs are funded by the State of
California and administered by CalOSBA. 36HOW TO CLEAR YOUR CACHE
1. Click the three dots in the upper right corner, and then go to 3. Select “Clear Data”
“Settings”
2. Go to “Privacy and Security”, and then select “Clear
Browsing Data”
These Programs are funded by the State of
California and administered by CalOSBA. 37USE INCOGNITO MODE
1. Click the three dots in the upper right corner of your web
browser, and then select “New incognito window.” Your
browser will open a new window.
These Programs are funded by the State of
California and administered by CalOSBA. 38DISABLE POP-UP BLOCKER
1. On Google Chrome, click the 2. Select “Privacy and Security” 4. Select “Pop-up and Redirects”
three dots in the upper right
corner and then select “Settings”
5. Click the button so that it
turns blue and the status
changes from “Blocked” to
3. Select “Site Settings” “Allowed”
These Programs are funded by the State of
California and administered by CalOSBA. 39TIP#2: SUBMIT ALL DOCUMENTS IN PDF FORMAT
The electronic form must be clear, aligned straight, and contain no CORRECT
disruptive backgrounds.
Important Notes for Uploading Documents:
• All documents must be submitted in PDF format.
• File size must be under 15MB.
• The file name CANNOT contain any special characters
(!@#$%^&*()_+).
• If your file is password protected, you will need to enter it in the
Portal, otherwise we will not be able to view the document.
INCORRECT
If you do not have a scanner, we recommend using the following free
mobile apps:
Genius Scan
Apple | Click Here to Download
Android | Click Here to Download
Adobe Scan
Apple | Click Here to Download
Android | Click Here to Download
These Programs are funded by the State of
California and administered by CalOSBA. 40TIP #3: USE A VALID EMAIL ADDRESS
Please make sure you are using a valid email address when applying.
You will receive updates and additional instructions at the email
address you provide.
IMPORTANT NOTE - The following email addresses will not be
accepted or recognized in our system:
Emails beginning with @info
Example: info@mycompany.com
Emails ending with @contact.com or @noreply.com
Example: example@contact.com
Example: example@noreply.com
These Programs are funded by the State of
California and administered by CalOSBA. 41TIP #4: APPLY FOR A GRANT BASED ON YOUR BUSINESS CLASSIFICATION
There will be different application portals for each of the following
business classifications:
• For-Profit Businesses Arts & Cultural For Profit
Businesses
Program
• Nonprofit Organizations
• Arts & Cultural Nonprofit Organizations
Please apply using the correct application for your business.
Each application type will be labeled with different colored boxes.
Your application is not transferrable and you will need to reapply if
you submitted the incorrect application type. However, submitting Nonprofit
Organizations
multiple applications will be detected as potential fraud and will
disrupt your application
These Programs are funded by the State of
California and administered by CalOSBA. 42APPLICATION HELP:
ADDITIONAL RESOURCES
43TRANSLATION TOOL
Our entire website and application can be translated in the following
languages:
Armenian Hindi Russian
CARELIEFGRANT.COM
Chinese (Cantonese) Hmong Spanish (Nocal) WEBSITE
Chinese (Mandarin) Japanese Spanish (Socal)
Dari Korean Tagalog
Farsi Portuguese Thai
French Punjabi Vietnamese
ONLINE
Important Note: For non-English language support in completing the APPLICATION
application, please contact our call center.
The translation tool will be available at the upper right corner of your
web browser.
LENDISTRY
PORTAL
These Programs are funded by the State of
California and administered by CalOSBA. 44ACCESSIBILITY FEATURE
Our website also has an accessibility
feature to ensure that its services are
accessible to people with disabilities,
including without limitation by making
CARELIEFGRANT.COM
its website easier to use and more WEBSITE
accessible for people with disabilities.
The site careliefgrant.com makes
available the UserWay’s Web
Accessibility Widget, which is powered ONLINE
by a dedicated accessibility server. The APPLICATION
careliefgrant.com accessibility menu can
be enabled by clicking the accessibility
menu icon that appears on the corner of
the page. After triggering the
accessibility menu, please wait a
moment for the accessibility menu to LENDISTRY
load in its entirety. PORTAL
These Programs are funded by the State of
California and administered by CalOSBA. 45VIDEOS
In addition to videos-on-demand on our website HERE, there will also
be short videos embedded in each section of the online application.
Each video will show you how to complete that section. To view the
video, click “Watch Video”. The video will open in a new tab of your
web browser.
There also videos in the Portal to help you upload documents and
link your bank information.
These Programs are funded by the State of
California and administered by CalOSBA. 46i
INFO ICONS IN THE APPLICATION
• We added info icons i in the application for additional guidance.
• Hover over the icon to reveal additional information.
Hover over the icon
to reveal additional
information.
Hover over the icon
to reveal additional
information.
These Programs are funded by the State of
California and administered by CalOSBA. 47HOW TO SUBMIT AN
APPLICATION
48STEP 1: FIND A PARTNER AT CARELIEFGRANT.COM
HOW TO SELECT A PARTNER
To apply for a grant, you will need to do so through a partner. You can
find a partner by language or by county at www.CAReliefGrant.com.
• You may select any Partner that serves your area. Each county and
all languages will have at least one Partner from which businesses
can choose to apply. Some counties and languages will have more
options than others.
• You can select the one that you think best fits your needs, as they
can also provide other financing assistance for you, like working
capital loans, equipment loans, as well as technical assistance to
help you and your business.
Please apply once and through one partner only. Make note of your
partner. You will need to sign into your Partner’s unique Portal to
upload documents.
To make sure you are signing into the correct Portal, find your Partner’s
name in the web URL.
Example: www.partnername.mylendistry.com
These Programs are funded by the State of
California and administered by CalOSBA. 49STEP 2: FIND A GRANT
INSTRUCTIONS
1. Once you have selected a partner at www.CAReliefGrant.com, click
“Apply Now”. You will be redirected to your partner’s Portal
homepage.
2. On the homepage, click “Click Here to Apply”.
These Programs are funded by the State of
California and administered by CalOSBA. 50STEP 3: SELECT A GRANT BASED ON YOUR BUSINESS CLASSIFICATION
INSTRUCTIONS
Select the application that is most applicable to your business
classification:
• For-Profit Businesses
• Nonprofit Organizations
• Arts & Cultural Nonprofit Organizations
• California Venues
If you submit an application that is not for your business classification,
you will need to submit a NEW one.
However, submitting multiple applications will be detected as
potential fraud and will disrupt your application APPLY NOW APPLY NOW
Important Notes:.
• Applicants with multiple businesses may only apply for one grant. If
you apply for multiple grants, only one will be reviewed.
Click “Apply Now” to start your application.
These Programs are funded by the State of
California and administered by CalOSBA. 51THE APPLICATION
WHAT INFORMATION YOU WILL NEED AND HOW TO COMPLETE IT
52SECTION 1: GET STARTED WITH YOUR APPLICATION
WHAT INFORMATION IS NEEDED?
• First Name
• Last Name
• E-mail
• Phone Number
• Business Name
• Zip Code of Business
Important Note: Please be sure to use a valid email address in this
section. Important updates and further instructions will be sent to the
email address that you provide. Refer to “Tips for Applying” for a list of CONSENT TO AUTO-DIALED CALLS OR TEXT MESSAGES:
invalid email addresses.
SMS/TEXT POLICY
Status updates for your grant application will be available by SMS/Text.
To receive updates by SMS/Text, please provide consent after reading
the disclosure by checking the box. If you’d like to opt out of this
feature, leave the box unchecked.
These Programs are funded by the State of
California and administered by CalOSBA. 53SECTION 2: OWNER DETAILS
WHAT INFORMATION IS NEEDED?
• Owner First Name
• Owner Last Name
• Owner E-mail
• Owner Address City, State, Zip Code, and County
• Owner Birthday
• Owner Social Security
• % of Ownership
TERMS AND CONDITIONS
Check the box to acknowledge that you have read and agree to the
Terms and Conditions. You must agree in order to move forward with
your grant application. TERMS AND CONDITIONS
These Programs are funded by the State of
California and administered by CalOSBA. 54SECTION 3: BUSINESS INFORMATION
WHAT INFORMATION IS NEEDED?
• Business Name
• DBA (if applicable)
Note: If your business does not have a DBA,
type “NONE” in this field.
• Business EIN
• Business Phone Number
• Business Type
• State of Incorporation
• Non-Profit Status (For Nonprofit Organization
and Nonprofit Cultural Program applications
only)
• Confirm that your organization services is one
of the top four program priorities. (For
Nonprofit Organization and Arts & Cultural
Program applications only)
• Business Address, City, State, Zip Code, and
County
• Business Start Date
• Business Website
Note: If your business does not have a
website, type “none.com” in this field.
These Programs are funded by the State of
California and administered by CalOSBA. 55SECTION 4: HOW CAN WE HELP YOU?
WHAT INFORMATION IS NEEDED?
• Purpose of Grant
• Amount Requested
Note: The grant amount you can request is based on your annual
revenue.
• Will this Grant create new jobs?
• Annual Revenue for 2019 (this must match your tax returns)
• # of Full-Time Employees
• # of Part-Time Employees
• # of Jobs Created
• # of Jobs Retained
HOW TO CHECK ELIGIBILITY FOR GRANT AMOUNT
The form field, Amount Requested, is based on your annual revenue.
To check the grant amount you are qualified for, click “Check Eligibility”
and locate your eligible amount.
You may only request the amount you are eligible for.
These Programs are funded by the State of
California and administered by CalOSBA. 56SECTION 5: BUSINESS DEMOGRAPHICS
WHAT INFORMATION IS NEEDED?
• Who is your customer base?
1. B2B: Busines to Business
2. B2C: Business to Consumer
• What does your business do? What type of
business is it?
• Tell us more.
• NAICS Code
• Women Owned Business?
• Veteran?
• Disabled?
• Race?
• Ethnicity?
• Franchise?
• Rural?
These Programs are funded by the State of
California and administered by CalOSBA. 57SECTION 6: DISCLOSURES
FOR-PROFIT
BUSINESSES
INSTRUCTIONS
Once you have completed all fields for the
Disclosures, click “Submit” to complete your
application.
NONPROFIT
ORGANIZATIONS
NONPROFIT CULTURAL
INSTITUTIONS PROGRAM
These Programs are funded by the State of
California and administered by CalOSBA. 58SECTION 7: CONFIRMATION
INSTRUCTIONS
At the end of the application, you have two options:
OPTION 1:
1. Save your application and finish it later Save your application and
• If you would like to save and complete your application finish later.
later, leave the field blank and click “Save & Continue
Later”. Important Note: Your application must be Your application will be
completed in order to be considered for the grant. recorded as INCOMPLETE.
2. Complete your application and submit
• If all of the information provided is correct and you
would like to complete your application submission,
type in “Yes” and click “Continue”. Important Note: You
will not be able to edit your application once it has OPTION 2:
been submitted. Complete your application and
submit.
If this confirmation message does not appear, please make sure
that the pop-up blocker has been disabled on your web browser.
These Programs are funded by the State of 59
California and administered by CalOSBA.SECTION 8: CONFIRMATION MESSAGE
INSTRUCTIONS
You will receive the following message when your application has
been successfully submitted.
WHAT TO EXPECT NEXT
You will receive a separate email containing a username and
password to the Portal. Please use the login credentials to
complete all the following steps:
1. Activate and sign into the Portal.
2. Upload all required documents in an acceptable format.
3. Link your bank information so that we can verify your bank
statements and set up a direct deposit. (this is only required
for applicants who are selected).
Please check your email including Clutter, Junk, and Spam for your
username and password from no-reply@mylendistry.com to
activate your account and to upload documentation.
These Programs are funded by the State of
California and administered by CalOSBA. 60SECTION 9: FIND YOUR USERNAME AND PASSWORD
INSTRUCTIONS
1. Please check the email address that you entered in the “let’s get
started with your application” section of the grant application for
your username and password to our Portal.
If you do not see this email in your inbox, please check you spam
and junk folders.
2. Activate your account by clicking “Click here to log in”. You will be
redirected to the California Relief Grant Program application
homepage.
These Programs are funded by the State of
California and administered by CalOSBA. 61SECTION 10: SIGN INTO YOUR PARTNER’S PORTAL
INSTRUCTIONS
1. Use the username and password that is assigned to you in the
confirmation email in order to sign in and activate your account.
Important Note: Please be sure to sign into your partner’s Portal.
Your login credentials will not work with other partners. Check by
looking at the Portal’s web URL. You should see your partner’s
name.
2. Once you login, you will be prompted to reset your password for
your privacy. Your new password must have a minimum of eight
characters (1-9, a-z, A-Z), which includes one special character
(!@#$%^&*).
These Programs are funded by the State of
California and administered by CalOSBA. 62UPLOADING DOCUMENTS
HOW TO UPLOAD DOCUMENTS IN THE PORTAL
(PDF FORMAT ONLY)
63THE PORTAL AT-A-GLANCE
Before you begin, please review the following notes to ensure your
documents are uploaded correctly:
• Documents listed with a red asterisk (*) are required immediately
upon completing an online application.
• Documents listed with a blue asterisk (*) are required only if you are
selected to move forward with the application process. You will be
notified of this selection.
• Banking information is only needed if you are approved for funding.
• If a document does not apply to your business, please select N/A.
• ALL documents must be submitted as a PDF file. The PDF file must
be under 15MB. Documents that are multiple pages should be
submitted as one (1) PDF file.
• Do NOT include special characters (i.e. ~!@#$%^&*()_+) in the file
name. Our Portal will not recognize special characters.
• If your document is password protected, you will be required to
enter it in the Portal.
These Programs are funded by the State of
California and administered by CalOSBA. 64HOW TO UPLOAD DOCUMENTS TO THE PORTAL
STEP 1: Select a document type and click the down arrow to expand STEP 3:
its folder. • If your document is password protected, select YES from the drop-
down menu and enter in the password.
• If your document is NOT password protected, select NO from the
drop-down menu and leave the password field blank.
STEP 2: Click “Browse” to locate the file on your device. ALL
documents must be upload as a PDF. • Click “Upload Documents” to complete upload. The status of the
document will change from PENDING to COMPLETED.
These Programs are funded by the State of
California and administered by CalOSBA. 65LINKING YOUR BANK INFO
FOR APPROVED APPLICANTS ONLY
66HOW TO LINK YOUR BANK INFORMATION
Lendistry uses a third-party technology (Plaid) to set up ACH transfers by STEP 1
connecting accounts from any bank or credit union in the U.S. to an app • Click on “Link Your Bank Account” to open a window for Plaid.
like Lendistry’s Portal. The third-party does not share your personal • Continue through Plaid and locate your banking institution.
information without your permission and does not sell or rent it to • Sign into your online banking account and connect it to Lendistry’s
outside companies. Lendistry uses this technology only to verify your Portal.
bank statements. This method of bank verification is preferred but will
not always work if your banking institution is not available through the
provider. In this case, you can verify your bank account using the other
proceeding methods.
How to Verify Your Bank Account in Lendistry’s Portal via Plaid
STEP 2
This step must always be completed regardless of the verification
method you use.
• Enter your bank information.
• The “Business Account Name” field is NOT your account type. This
field is your account name, which must be in the name of your
STEP 1 STEP 2 business and listed on your bank statements.
• If your business is a sole proprietor, the bank account can be a
personal account, but it must match your name.
67HOW TO CHECK THE STATUS
OF YOUR APPLICATION
68WHERE TO LOCATE THE STATUS OF YOUR APPLICATION
INSTRUCTIONS
Once logged into the Portal, you will be able to see your grant
application.
The Portal will show you the following information:
1
1. #DIR (Application Number)
Example: #DIR400022432 Applied for: CRG
2
2. Grant Program You’ve Applied For
If you are a for-profit business, your application should be 3
listed as “CRG”. If it is listed as “CRG NPO”, that indicates
that you have applied under the incorrect business type. 4
Please submit a NEW application as a for-profit business.
3. Status of Your Application
Example: Awaiting Selection Process
4. Grant Amount
Example: $15,000
These Programs are funded by the State of 69
California and administered by CalOSBA.APPLICATION STATUSES
Selected, Pending Validations In Closing, Docs Out/Pending for Funding Grant Funded, please allow 3-5 days for
funds to appear.
AWAITING SELECTION SELECTED, IN CLOSING, GRANT
INCOMPLETE PROCESS PENDING VALIDATIONS DOCS OUT FUNDED
What it means: You started an online What it means: You have submitted a What it means: You meet the program’s What it means: You have been fully What it means: We have received your
application but did not complete it. complete application and it is currently minimum eligibility requirements and validated and are approved for funding. signed grantee agreement and your
under review for eligibility. have been selected to move forward in funds have been released.
What you should do: Sign into the What you should do: Check your email
the application process to upload
Portal and complete all fields in the What you should do: Check your email for a grantee agreement, which will be What you should do: Check the bank
required documents. Being selected
application. You must submit a finished for notification about your selection sent via DocuSign. Sign the grantee account that you linked in the Portal for
does not guarantee funding.
application in order to be considered decision. You will be either selected, agreement to release funds. your grant award. It may take 3-5
for the grant. waitlisted, or not selected to move What you should do: Upload all business days for funds to appear.
forward in the application process. required documents in PDF format.
These Programs are funded by the State of 70
California and administered by CalOSBA.SELECTION DECISIONS
Selected, Pending Validations Currently on the Waitlist Your application was not selected.
SELECTED, PENDING VALIDATIONS CURRENTLY ON THE WAITLIST YOUR APPLICATION WAS NOT SELECTED.
You have been selected to move You have been preliminarily You do not meet the program’s minimum
forward and upload documents. You determined to meet the eligibility eligibility requirements and your application
must be fully validated before you can requirements for the grant and are in has been disqualified.
be approved for funding. line for validation.
These Programs are funded by the State of 71
California and administered by CalOSBA.BEING SELECTED
FOR THE GRANT
72WHAT TO DO AFTER BEING SELECTED
Eligible applicants that are selected for pre-approval will be notified Once we have received a fully executed grantee agreement, please
via email. After being selected, there are additional verification steps allow up to 5 business days for funding to be received.
that must be completed before an applicant is approved for funding.
If there are any issues with your documentation or bank verification,
After being selected, applicants should do the following: a member of the Lendistry Validation Department will contact you via
Sign into the Portal and upload all required documents. phone, email, and/or text. Please allow up to 7 business days for us to
Link your bank information. This step is necessary to validate your reach out to you to assist you with clearance.
bank statements, prevent fraud, and set up a direct deposit for
funding.
Once fully validated and approved for grant funding, you will be sent
a grantee agreement via Docusign. Funding will not be released
unless and until the grantee agreement is fully executed.
These Programs are funded by the State of
California and administered by CalOSBA. 73You can also read
